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ALSOX AMG Managers Lake Partners LASSO Alts I

2 lower fee alternatives found

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Fund ALSOX AMG Managers Lake Partners LASSO Alts I TSAYX Touchstone Controlled Growth with Inc Y MASNX Litman Gregory Masters Alt Strats Inv  
100% 87% 86%
Annual Fees
(2.45% Exp. Ratio)
(1.03% Exp. Ratio)
(1.74% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.43% annual return
$9,773.28 $15,077.50 $12,148.57
Est. savings over 30 yrs +$5,304.22 +$2,375.28
As of 9/30/16
1 YR RETURN 1.73%
3 YR 0.67%
5 YR 3.77%
10 YR --
1 YR RETURN 6.69%
3 YR 3.46%
5 YR 5.06%
10 YR 4.73%
1 YR RETURN 5.68%
3 YR 3.36%
5 YR 5.25%
10 YR --
The investment seeks to provide long-term total return with reduced correlation to the conventional stock and bond markets. The fund is structured as a fund-of-funds. Under normal circumstances, the fund pursues its investment objective by investing primarily in a managed portfolio of other open-end investment companies registered under the Investment Company Act of 1940, as amended (the "1940 Act"), that use alternative or hedging strategies ("Alternative Mutual Funds").
The investment seeks to provide investors with growth and income. The fund is a "fund-of-funds," which seeks to achieve its investment goal by investing primarily in a diversified portfolio of underlying equity, fixed-income, and alternative funds (although a portion of its assets may be invested in cash, cash equivalents, or in money market funds). These underlying funds, in turn, invest in a variety of U.S. and foreign equity securities, fixed-income instruments and other investments.
The investment seeks to achieve long-term returns with lower risk and lower volatility than the stock market, and with relatively low correlation to stock and bond market indexes. The fund's strategy is to engage a number of established investment managers as sub-advisors to offer investors a mix of strategies that the advisor believes offer risk-return characteristics that are attractive individually and even more compelling collectively. The fund is intended to be used by investors as a source of diversification for traditional stock and bond portfolios to reduce volatility and potentially enhance returns relative to various measures of risk.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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